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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,387,713 | $73,978+1775.9% | $96,515+1337.8% | $75,173+1746.0% |
| Participation rate | 96.8% | 66.4%+30.3pp | 74.3%+22.4pp | 67.2%+29.6pp |
| Annual return | 12.50% | 26.72%-14.2pp | 35.73%-23.2pp | 160.72%-148.2pp |
| Employer contribution / active EE | $28,112 | $2,931+859.2% | $3,740+651.8% | $2,671+952.5% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,188 | $5,219-0.6% | $6,735-23.0% | $5,651-8.2% |